How LocalScribe Works with Jane

If you use Jane in private practice, the best way to think about LocalScribe is as a drafting layer that matches the chart structure you already use in Jane. Jane’s documentation system is highly customizable. Its chart templates are built from modular parts like headings, instructions, note fields, check boxes, dropdowns, scales, images, vitals, and sign-off elements, and clinicians can build templates from scratch, use the Template Library, or customize what they already have. That makes Jane a strong custom-template platform for LocalScribe.

The setup that works best

For most Jane users, the cleanest setup is to build a LocalScribe custom template that mirrors the Jane chart template you already use. Keep the same section titles, the same order, and, when helpful, the same nested subheaders. Then add a short one-line instruction under each section so the draft comes out in the shape you want before you paste it into Jane. Because Jane templates are modular rather than locked into one universal note structure, matching that structure directly usually saves the most cleanup.

Progress notes

If your Jane workflow is basically a straightforward SOAP note, a built-in LocalScribe SOAP template may be enough. But many Jane users rely on custom chart templates, mini templates, or discipline-specific chart structures, which makes a LocalScribe custom progress-note template the better fit. Jane’s own charting guidance emphasizes adding and reusing templates inside chart entries rather than relying on one fixed default note format.

These custom-template examples show the section headers and the instructions you would give the model for each section.

A practical Jane progress-note template in LocalScribe might look like this:

Subjective: Include the client’s reported symptoms, concerns, updates, and relevant self-report since the last session.

Objective: Include observable behavior, mental status findings, participation, affect, speech, and other session-based observations.

Assessment: Summarize the clinical meaning of the session, response to interventions, current functioning, and barriers to progress.

Progress toward goals: Briefly note movement, setbacks, or unchanged patterns related to current treatment goals.

Risk or safety updates: Include any relevant risk findings, protective factors, and meaningful changes in safety status.

Plan: Include homework, follow-up steps, referrals, frequency, and the next clinical focus.

Intake

Jane’s intake questionnaires are also a strong custom-template category. Jane’s intake forms can be created from scratch, pulled from the Template Library, and customized to fit the clinic’s needs, and Jane also allows chart templates to be used as the starting point for clinical surveys. That means intake documentation in Jane is not just one standard form you need to work around. It is another place where mirroring your own Jane structure inside LocalScribe makes sense.

A practical Jane intake template in LocalScribe might use:

Presenting concern: Summarize why the client is seeking treatment now, including major symptoms, concerns, and relevant context.

Relevant history: Include psychiatric, medical, social, family, trauma, substance, and prior treatment history relevant to care.

Current functioning: Describe functioning across work, school, relationships, and daily life.

Risk and safety: Document current and relevant historical risk factors, protective factors, and safety-related findings.

Strengths and supports: Identify personal strengths, coping resources, motivation, and important supports.

Initial formulation and plan: Summarize the initial clinical picture and recommended next steps.

Treatment plans

Treatment plans are a distinct chart-entry workflow in Jane, with their own sharing and printing workflow, so they are usually best handled with a LocalScribe custom treatment-plan template that matches the Jane structure you actually use.

A practical Jane treatment-plan template in LocalScribe might use:

Problem area: State the diagnosis, presenting problem, or treatment target being addressed.

Goals: Write broad treatment goals in clear clinical language.

Objectives: List measurable or observable objectives that show progress toward the goal.

Interventions: Describe the clinician interventions, treatment approach, or services planned.

Frequency and review plan: Document expected session frequency, coordination needs, and when progress will be reviewed.

What to put into LocalScribe

Use the same source material you would normally draw from while writing manually. That can include shorthand notes, typed observations, intake details, pasted text, dictation, ambient session recording, and attachments such as screeners, forms, referrals, prior evaluations, or other relevant materials. LocalScribe is built around turning that source material into a structured draft, and its custom-template workflow plus test-reference tools become especially useful once documentation gets more specialized.

A simple input example might look like this:

Client reports more anxiety this week related to work and family conflict. Sleeping poorly, more irritable, concentration worse. Engaged in session, tearful at first, calmer by end. Reviewed patterns of avoidance and perfectionism. Practiced reframing and coping plan. No SI/HI reported. Follow up next week and continue CBT-focused work.

A quick note for specialized practices

For subspecialty practices, custom terminology and test-reference tools can help the draft stay closer to the language your documentation requires. That matters more in assessment-heavy or niche workflows, but the order still matters: first match the Jane template shape, then layer in specialty language as needed.

Bottom line

For Jane, the default recommendation is to use a LocalScribe custom template that mirrors your Jane chart template. Match the headers, match the order, use nested subheaders when useful, add short section instructions, generate the full draft in LocalScribe, and then copy and paste into Jane as needed.